Avana Financial Solutions
Financial Services - South Melbourne, Victoria, Australia
Avana Financial Solutions Employees
Avana Financial Solutions Details
Avana Financial Solutions Pty Ltd – AFSL No: 516325, was established by financial advisors and practitioners with individual experience of more that 20 years following the Banking Royal Commission. The outcomes of the Commission that were announced after February 2019 have changed financial planning and wealth management practices in Australia dramatically with the introduction of a new regulatory and legal environment.The industry is also about to experience further disruption as a major demographic change happens over the next 5 to 10 years. Financial advisors will need to develop new relationships and create a different client base as their baby boomer clients progressively exit the market.At Avana we have two pillars that shape our business model - Balancing High Tech with High Touch.If you are a user of financial advice or a financial advisor, you should not pay or invest time on drafting or obtaining statements of advice. Let technology do that. As s client, you invest in getting quality that meets your needs and profile and as an adviser you invest time in providing quality advice that meets your client's needs.
Avana Financial Solutions Technologies
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